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SDSDVD
6 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Steward Partners Investment Advisory, LLC holds 1.3M shares of SDVD (FIRST TR EXCHANGE-TRADED FD), worth $30.3M as of 2026-Q2. The position was increased (+8.4% shares). SDVD represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$30.3M

Current Shares

1.3M

Total Value Change

+$12.5M

Total Shares Change

+421,106

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+8.4%
$30.3M0.2%$22.76
37
2026-Q1
Increased
1.2M
+23.4%
$26.2M0.1%$20.96
42
2025-Q4
Increased
979,309
+2.6%
$21M0.1%$20.16
35
2025-Q3
Increased
954,460
+8.1%
$20.6M0.1%$19.89
37
2025-Q2
Decreased
882,675
-0.7%
$18.1M0.1%$18.46
0
2025-Q1
New
889,276
-
$17.8M0.2%$17.59
47

Other major holders of SDVD: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC

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